Glovista Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Glovista Investments’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,680	Closed	-$380K	–	99
2021 Q2	$380K	Sell	12,680 -15,370	-55%	-$458K	0.09%	87
2021 Q1	$831K	Sell	28,050 -20,145	-42%	-$608K	0.25%	62
2020 Q4	$1.48M	Buy	48,195 +13,310	+38%	+$409K	0.48%	54
2020 Q3	$1.07M	Buy	34,885 +21,075	+153%	+$652K	0.38%	57
2020 Q2	$425K	Buy	+13,810	New	+$422K	0.17%	62

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return